OFS
UHAL icon

OneAscent Financial Services’s U-Haul Holding Co UHAL Stock Holding History

OneAscent Financial Services’s Portfolio UHAL Stock Details UHAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-5,320
Closed -$201K – 180
2019
Q2 		$201K Buy
+5,320
New +$203K 0.14% 192

Other funds holding UHAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

OneAscent Financial Services's UHAL Position: Q3 2019 in Review

OneAscent Financial Services sold out of U-Haul Holding Co (UHAL) in Q3 2019, closing a stake of 5,320 shares — an estimated $201K sold.

OneAscent Financial Services first reported a position in UHAL in Q2 2019 and held it in 1 quarter. The position peaked at $201K in Q2 2019. 219 funds tracked by Wall St. Rank hold UHAL as of Q3 2019.

  • OneAscent Financial Services reported no remaining U-Haul Holding Co position as of Q3 2019 after selling out during the quarter.
  • OneAscent Financial Services sold 5,320 U-Haul Holding Co shares in Q3 2019, an estimated $201K.
  • OneAscent Financial Services first reported a position in U-Haul Holding Co in Q2 2019 and held it in 1 quarter.
  • OneAscent Financial Services's U-Haul Holding Co position peaked at $201K in Q2 2019.
  • 219 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q3 2019.

Based on OneAscent Financial Services's 13F filing for Q3 2019, filed 15 Nov 2019.